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TCOTX ClearTrack 2045 R6

1 lower fee alternative found

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Fund TCOTX ClearTrack 2045 R6 LIHAX BlackRock LifePath® Index 2045 Inv A  
100% 99%
Annual Fees
(0.55% Exp. Ratio)
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.67% annual return
$33,342.42 $34,363.02
Est. savings over 30 yrs +$1,020.61
As of 9/30/16
1 YR RETURN 12.51%
3 YR --
5 YR --
10 YR --
1 YR RETURN 12.72%
3 YR 6.52%
5 YR 11.35%
10 YR --
The investment seeks the highest total return (that is, a combination of income and long-term capital appreciation) over time consistent with its asset mix. The fund is a fund of funds-it invests primarily in underlying exchange-traded funds ("ETFs") that are based on an index and managed by unaffiliated investment advisers. It seeks to achieve its objectives by normally investing in a combination of underlying funds representing a variety of broad asset classes-equity, fixed income and inflation-hedging-and investment styles and focuses. The fund is designed for investors expecting to retire around 2045.
The investment seeks to provide for retirement outcomes based on quantitatively measured risk. The fund is a "feeder" fund that invests all of its assets in the Master Portfolio, a series of Master Investment Portfolio ("MIP") with a substantially identical investment objective, which allocates and reallocates its assets among a combination of equity and bond index funds and money market funds (the "underlying funds") in proportions based on its own comprehensive investment strategy.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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